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Livermore
Livermore
ZHEN

Mak Capital One LLC

SEC CIK
0001385702
Latest filing
Aug 14, 2026

The latest 13F from Mak Capital One LLC covers Q2 2026 (filed Aug 14, 2026): 17 long positions worth $713.8M. The top 10 holdings make up 82.5% of the portfolio, and the largest is Agilysys Inc (AGYS) at 17.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$34.5M
Added
6
Est. +$58.0M
Reduced
3
Est. −$62.0M
Sold out
5
Est. −$58.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. AGYSAgilysys Inc
    17.5%$124.6MHistory
  2. GGALGrupo Financiero Galicia SA
    10.4%$74.3MHistory
  3. ACHCAcadia Healthcare Company, Inc.
    10.1%$71.8MHistory
  4. QUREuniQure N.V.
    8.0%$56.7MHistory
  5. SKYChampion Homes, Inc.
    7.8%$55.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. QUREuniQure N.V.
    +$36.4MAddedHistory
  2. CAICaris Life Sciences, Inc.
    +$34.5MNewHistory
  3. CLPTClearPoint Neuro, Inc.
    +$8.46MAddedHistory
  4. ANNXAnnexon, Inc.
    +$6.50MAddedHistory
  5. GGALGrupo Financiero Galicia SA
    +$2.84MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. QUREuniQure N.V.
    +6.76 pp1.2% → 8.0%History
  2. CAICaris Life Sciences, Inc.
    +4.84 pp0.0% → 4.8%History
  3. CLPTClearPoint Neuro, Inc.
    +3.07 pp2.9% → 5.9%History
  4. PESIPerma Fix Environmental Services Inc
    +0.44 pp1.6% → 2.1%History
  5. ANNXAnnexon, Inc.
    +0.36 pp4.3% → 4.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SKYChampion Homes, Inc.
    −$57.3MReducedHistory
  2. COURCoursera, Inc.
    −$32.7MSold outHistory
  3. UDMYUdemy, Inc.
    −$16.9MSold outHistory
  4. PLXProtalix BioTherapeutics, Inc.
    −$7.69MSold outHistory
  5. LODEComstock Inc.
    −$2.39MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SKYChampion Homes, Inc.
    −7.97 pp15.8% → 7.8%History
  2. COURCoursera, Inc.
    −5.41 pp5.4% → 0.0%History
  3. UDMYUdemy, Inc.
    −2.80 pp2.8% → 0.0%History
  4. PLXProtalix BioTherapeutics, Inc.
    −1.27 pp1.3% → 0.0%History
  5. FVRRFiverr International Ltd.
    −0.13 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$713.8M
+$109.5M (+18.1%) vs. prior quarter
Positions
17
−4 vs. prior quarter
Top 10 concentration
82.5%
Top 10 as share of value
Turnover
14.0%
Q2 2026, one quarter
Average holding period
8.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $743.2M (Q4 2025)

Q1 2021: $421.2MQ2 2021: $477.4MQ3 2021: $479.8MQ4 2021: $505.1MQ1 2022: $454.0MQ2 2022: $486.8MQ3 2022: $493.7MQ4 2022: $585.7MQ1 2023: $635.5MQ2 2023: $527.5MQ3 2023: $539.5MQ4 2023: $540.9MQ1 2024: $504.4MQ2 2024: $417.8MQ3 2024: $489.4MQ4 2024: $522.3MQ1 2025: $470.2MQ2 2025: $566.7MQ3 2025: $501.3MQ4 2025: $743.2MQ1 2026: $604.3MQ2 2026: $713.8M
Q1 2021Q2 2026
13F filings of Mak Capital One LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202617$713.8MAGYSGGALACHCvs. Q1 2026SEC
Q1 2026May 15, 202621$604.3MSKYAGYSGGALvs. Q4 2025SEC
Q4 2025Feb 17, 202621$743.2MSKYAGYSGGALvs. Q3 2025SEC
Q3 2025Nov 14, 202512$501.3MSKYAGYSHSIIvs. Q2 2025SEC
Q2 2025Aug 14, 202514$566.7MSKYAGYSHSIIvs. Q1 2025SEC
Q1 2025May 15, 20258$470.2MSKYAGYSHSIIvs. Q4 2024SEC
Q4 2024Feb 14, 20258$522.3MSKYAGYSHSIIvs. Q3 2024SEC
Q3 2024Nov 14, 202410$489.4MSKYAGYSHSIIvs. Q2 2024SEC
Q2 2024Aug 14, 20249$417.8MSKYAGYSHSIIvs. Q1 2024SEC
Q1 2024May 15, 202410$504.4MSKYAGYSHSIIvs. Q4 2023SEC
Q4 2023Feb 14, 20247$540.9MAGYSSKYYTRAvs. Q3 2023SEC
Q3 2023Nov 14, 202311$539.5MAGYSSKYCVEvs. Q2 2023SEC
Q2 2023Aug 14, 20239$527.5MAGYSSKYCVEvs. Q1 2023SEC
Q1 2023May 15, 202310$635.5MAGYSSKYCVEvs. Q4 2022SEC
Q4 2022Feb 14, 20239$585.7MAGYSSKYCVEvs. Q3 2022SEC
Q3 2022Nov 14, 202211$493.7MAGYSSKYCVEvs. Q2 2022SEC
Q2 2022Aug 15, 202212$486.8MAGYSSKYCVEvs. Q1 2022SEC
Q1 2022May 16, 202211$454.0MSKYAGYSCVEvs. Q4 2021SEC
Q4 2021Feb 14, 20229$505.1MSKYAGYSCVEvs. Q3 2021SEC
Q3 2021Nov 15, 20219$479.8MAGYSSKYDRTTFvs. Q2 2021SEC
Q2 2021Aug 16, 20218$477.4MAGYSSKYDRTTFvs. Q1 2021SEC
Q1 2021May 17, 202110$421.2MAGYSSKYDRTTF–SEC

13D and 13G filings

Companies where Mak Capital One LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Mak Capital One LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
CLPTClearPoint Neuro, Inc.13G/A7.80%2.38M shares–Aug 12, 20261 filingAug 12, 2026SEC
LABStandard Biotools Inc.13G/A7.30%28.8M shares–Aug 14, 20261 filingAug 14, 2026SEC
HSIIHeidrick & Struggles International Inc13D5.80%1.21M shares+0.53 ppfrom 5.27%Apr 7, 20252 filingsNov 5, 2025SEC

Latest filings

51 filings on file made by Mak Capital One LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Mak Capital One LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
LODEComstock Inc.Sep 16, 20267:57 PM ETMAK Capital Fund LPand 2 others13D/A6.70%5.07M shares−1.40 ppfrom 8.10%Sep 14, 2026SEC
PESIPerma Fix Environmental Services IncAug 28, 20262:31 PM ETMak Capital One LLCand 2 others13G/A4.80%1.02M shares−0.70 ppfrom 5.50%Below 5%Aug 24, 2026SEC
LABStandard Biotools Inc.Aug 14, 20264:37 PM ETMak Capital One LLCand 2 others13G/A7.30%28.8M shares–Jun 30, 2026SEC
CLPTClearPoint Neuro, Inc.Aug 12, 20265:05 PM ETMak Capital One LLCand 2 others13G/A7.80%2.38M shares–Jun 30, 2026SEC
PESIPerma Fix Environmental Services IncAug 7, 20264:48 PM ETMak Capital One LLCand 2 others13G/A5.50%1.16M shares0.00 ppfrom 5.50%Jul 31, 2026SEC
PESIPerma Fix Environmental Services IncAug 6, 20266:10 PM ETMak Capital One LLCand 2 others13G5.50%1.16M sharesNewJul 31, 2026SEC
EVOEvotec SEMay 1, 20265:01 PM ETMAK Capital Fund LPand 2 others13D/A7.10%12.7M shares+0.10 ppfrom 7.00%Apr 29, 2026SEC
EVOEvotec SEApr 6, 202612:56 PM ETMAK Capital Fund LPand 2 others13D/A7.00%12.5M shares0.00 ppfrom 7.00%Apr 1, 2026SEC
EVOEvotec SEMar 30, 20268:29 PM ETMAK Capital Fund LPand 2 others13D7.00%12.5M shares+1.70 ppfrom 5.30%Mar 30, 2026SEC
PLXProtalix BioTherapeutics, Inc.Mar 30, 20265:31 PM ETMAK Capital Fund LPand 2 others13G/A4.50%3.62M shares−1.30 ppfrom 5.80%Below 5%Mar 24, 2026SEC
LODEComstock Inc.Mar 25, 20264:26 PM ETMAK Capital Fund LPand 2 others13D8.10%5.76M shares+0.50 ppfrom 7.60%Mar 23, 2026SEC
CLPTClearPoint Neuro, Inc.Mar 13, 20264:34 PM ETMAK Capital Fund LPand 2 others13G6.10%1.73M sharesNewMar 10, 2026SEC
TALKTalkspace, Inc.Mar 12, 20264:17 PM ETMAK Capital Fund LPand 2 others13G/A4.20%6.93M shares−1.00 ppfrom 5.20%Below 5%Mar 9, 2026SEC
PLXProtalix BioTherapeutics, Inc.Mar 4, 20264:40 PM ETMAK Capital Fund LPand 2 others13G5.80%4.65M sharesNewFeb 26, 2026SEC
TALKTalkspace, Inc.Mar 2, 20265:08 PM ETMAK Capital Fund LPand 2 others13G5.20%8.60M sharesNewFeb 24, 2026SEC
AUTLAutolus Therapeutics plcFeb 13, 20264:07 PM ETMAK Capital Fund LPand 2 others13G/A11.30%30.0M shares+1.20 ppfrom 10.10%Dec 31, 2025SEC
DRTTFDirtt Environmental Solutions LtdFeb 13, 20264:05 PM ETMAK Capital Fund LPand 2 others13G/A4.70%9.08M shares–Below 5%Dec 31, 2025SEC
LODEComstock Inc.Feb 5, 20264:00 PM ETMAK Capital Fund LPand 2 others13G7.60%5.45M sharesNewJan 29, 2026SEC
EVOEvotec SEJan 16, 20264:06 PM ETMAK Capital Fund LPand 2 others13G5.30%9.39M sharesNewJan 9, 2026SEC
LABStandard Biotools Inc.Jan 7, 20265:42 PM ETMAK Capital Fund LPand 2 others13G5.19%20.0M sharesNewDec 31, 2025SEC